Billing Compiler Configuration

These steps required before Billing Compiler module in the Financial Controls Portal can be used.

Note: You must be a System Admin to complete these steps.
  1. Select Admin > Portal Settings > Billing > General Configuration and update the portal setting AR Billing Companies to Include.
    Only the Bills from the AR Companies enabled in this setting will be available in the Billing Compiler module.
    Note: To enable more than one company, enter a comma between each company without spaces between. Example: 1,2,3
  2. Select Admin > User Access, filter to Financial Controls.
  3. Check box under Billing Compilercolumn for users to have access to this feature.
    Only users enabled on this page will have access.